Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,466 | $113,338+29.2% | $94,993+54.2% | $147,586-0.8% |
| Participation rate | 95.5% | 78.0%+17.5pp | 73.9%+21.6pp | 82.8%+12.6pp |
| Annual return | 12.11% | 20.80%-8.7pp | 27.14%-15.0pp | 578.59%-566.5pp |
| Employer contribution / active EE | $3,477 | $3,160+10.0% | $2,603+33.5% | $4,876-28.7% |
| Participant deferral / active EE | $4,205 | $3,777+11.3% | $3,317+26.8% | $5,439-22.7% |
| Admin fee / account holder | $3,476 | $6,063-42.7% | $4,960-29.9% | $10,886-68.1% |